Probate/Estate Planning Paralegal

Burr & Forman•Bluffton, SC

1d•Onsite

About The Position

Burr & Forman LLP has an immediate opening in our Bluffton, SC office for a full-time, experienced probate/estate planning paralegal. This role involves performing complex paralegal tasks that require knowledge of legal terminology and processes. The ideal candidate should possess strong organizational and communication skills, and an ability to manage multiple tasks efficiently. Proficiency in Microsoft Word and the ability to thrive in a fast-paced environment are essential. This position offers an opportunity to contribute significantly to the legal team while managing a variety of responsibilities.

Requirements

Bachelor’s degree, paralegal certification or degree, and/or an equivalent combination of education and experience
Two or more years of probate/estate planning experience
Knowledge of legal process, principles and practices required in probating estate assets and responsibilities of personal representatives with regard to estate tax procedures for decedents
Highly organized, detail-orientated, proactive with a desire to take ownership as a contributing member of the team
Excellent verbal and written communication skills
Comfortable interacting with clients via correspondence, email, telephone, and in person
Proficiency with Microsoft Word, Excel, and Outlook
Balance competing priorities and work effectively in a fast-paced environment, exercising patience and professionalism during stressful situations

Responsibilities

Review and respond to initial contact or correspondence from clients and attorneys with information regarding the scope of work, fees, and expenses related to estate administration
Review and analyze estate documents including, wills, deeds, death certificates, trust agreements, affidavits, and estate tax returns
Assist with the coordination and identification of personal and real property estate assets, heirs and devisees
Assist in search of documentation or coordination of appraisals to determine date of death valuations of estate assets and real property
Prepare petitions, documents, and correspondence required to open ancillary administrations and in-state administrations, obtain appointment of personal representative(s), and follow through to closing of estate by Probate Court and Taxing Authorities
Prepare correspondence and applicable documents, including court documents, to beneficiaries to report on status of administration
Prepare property transfer documents, including deeds, deeds of distribution, and attorney affidavits for filing with the Register of Deeds
Review date of death valuations and preparation and coordination of Non-Resident Tax Notices to probate Judge, estate tax returns, and related correspondence to Taxing Authorities
Prepare requests for disbursement of expenses related to estate administration
Reconcile monthly estate valuations
Coordinate appointments, assemble and distribute documents to clients, and log and store documents
Other responsibilities as needed